Client Follow-ups

New follow-up

1. Click any line of Client Follow-ups and choose New.
2. Follow-up: the date, the Interviewer (you, unless you change it) and the Episode of Care (discharged Episodes are offered too).
3. Living arrangement: choose one, add a comment if needed.
4. Substance use since discharge and Health and life: answer each question Yes or No (No is already set). A Yes opens a box for the details.
5. Since discharge: Work days missed, Arrests, ER visits, Hospitalizations (empty = 0).
6. Click Save.

PsyTrace checks

• Date not in the future, not before the Episode started.
• Counts are whole numbers from 0 to 999.
• The client cannot be changed after filing. Follow-ups cannot be deleted.
• Every save is in the audit trail.